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Portfolio (Quarterly) Guide ↗

Dorato Capital Management

· CIK 0002095216
13F Portfolio $135M AUM 254 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 31 Added 28 Reduced 7 Exited
Page 4 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RIO RIO TINTO PLC Basic Materials 5,331.0 $525K 0.39% +100.0 +1.9% $98.45 +4.9%
62 OMC OMNICOM GROUP INC Communication Services 6,723.0 $517K 0.38% +110.0 +1.7% $76.87 -4.0%
63 TT TRANE TECHNOLOGIES PLC Industrials 1,142.0 $513K 0.38% $449.52 +0.5%
64 SONY SONY GROUP CORP Technology 23,074.0 $493K 0.36% +249.0 +1.1% $21.38 +6.7%
65 LMT LOCKHEED MARTIN CORP Industrials 780.0 $490K 0.36% $628.50 -16.8%
66 BDX BECTON DICKINSON & CO Healthcare 3,092.0 $486K 0.36% +31.0 +1.0% $157.09 -6.9%
67 PCAR PACCAR INC Industrials 3,801.0 $472K 0.35% +75.0 +2.0% $124.19 -12.0%
68 AMP AMERIPRISE FINL INC Financial Services 1,035.0 $469K 0.35% $453.10 -0.6%
69 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,259.0 $431K 0.32% $24.98 +36.0%
70 COP CONOCOPHILLIPS Energy 3,281.0 $411K 0.30% $125.22 -3.7%
71 DHR DANAHER CORP DEL Healthcare 2,085.0 $409K 0.30% $196.19 -11.7%
72 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,033.0 $408K 0.30% $200.78 +9.6%
73 TM TOYOTA MOTOR CORP Consumer Cyclical 1,884.0 $405K 0.30% $215.00 -11.7%
74 DIS DISNEY WALT CO Communication Services 3,951.0 $392K 0.29% $99.19 +4.4%
75 DE DEERE & CO Industrials 625.0 $381K 0.28% -20.0 -3.1% $609.32 -12.8%
76 TIP ISHARES TR 3,384.0 $375K 0.28% $110.91 -0.5%
77 FISV FISERV INC Technology 6,477.0 $367K 0.27% $56.63 -1.4%
78 NSC NORFOLK SOUTHN CORP Industrials 1,222.0 $359K 0.27% $294.10 +5.9%
79 CSL CARLISLE COS INC Industrials 1,037.0 $357K 0.26% $343.85 -3.3%
80 XOM EXXON MOBIL CORP Energy 2,256.0 $352K 0.26% $156.24 +0.0%
Page 4 of 13  ·  254 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.6%
Technology 14.3%
Healthcare 13.8%
Industrials 12.6%
Consumer Cyclical 10.8%
Consumer Defensive 7.5%
Basic Materials 2.5%
Communication Services 2.2%
Energy 2.0%
Utilities 0.7%